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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,293 hedge funds and large institutions have $13.6B invested in Utilities Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 505 increasing their positions, 398 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,293
Holders Change
+108
Holders Change %
+9.11%
% of All Funds
18.7%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
0.71%
New
202
Increased
505
Reduced
398
Closed
83
Calls
$1.1B
Puts
$3.47B
Net Calls
-$2.37B
Net Calls Change
-$1.86B

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$282M
2
MMH
Menora Mivtachim Holdings
Israel
$328M
3
Bessemer Group
Bessemer Group
New Jersey
$420M
4
Morgan Stanley
Morgan Stanley
New York
$1.13B
5
EIM
Elliott Investment Management
Florida
$118M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$390M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$123M
4
SAM
Silvercrest Asset Management
New York
$6.22M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
1001
Nicolet Advisory Services
Wisconsin
$247K +$247K +3,032 New
GCA
1002
Gradient Capital Advisors
California
$246K +$246K +3,048 New
LP
1003
LGL Partners
Pennsylvania
$246K -$13.4K -166 -5%
FIC
1004
Family Investment Center
Missouri
$246K +$5.17K +64 +2%
NSIM
1005
North Star Investment Management
Illinois
$246K +$162 +2 +0.1%
IWM
1006
Iams Wealth Management
Nebraska
$245K +$245K +3,032 New
TC
1007
TownSquare Capital
Utah
$243K +$243K +3,003 New
FNFDCM
1008
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$242K – – –
BCM
1009
Bayesian Capital Management
New York
$242K +$242K +3,000 New
BCM
1010
Bluefin Capital Management
New York
$242K +$242K +3,000 New
PP
1011
Pacifica Partners
Canada
$242K -$7.35K -91 -3%
AAMA
1012
Advanced Asset Management Advisors
Ohio
$239K – – –
PPWM
1013
Perissos Private Wealth Management
Oklahoma
$237K +$237K +2,938 New
HGA
1014
Hobbs Group Advisors
South Carolina
$237K -$37.3K -462 -14%
OSNBOA
1015
Old Second National Bank of Aurora
Illinois
$237K – – –
GLLW
1016
Graves Light Lenhart Wealth
Virginia
$236K +$236K +2,917 New
FB
1017
Fulton Bank
Pennsylvania
$235K +$235K +2,911 New
AIA
1018
Ally Invest Advisors
North Carolina
$235K -$23.7K -293 -9%
KFC
1019
Klingenstein Fields & Co
New York
$235K -$26.3K -326 -10%
AL
1020
Aspiriant LLC
California
$234K +$234K +2,900 New
FMI
1021
F/M Investments
District of Columbia
$234K +$234K +2,900 New
CWM
1022
Concentrum Wealth Management
California
$234K +$234K +2,892 New
TPA
1023
Trivium Point Advisory
Connecticut
$232K +$232K +2,966 New
IC
1024
IEQ Capital
California
$232K -$15.2K -188 -6%
BDF
1025
Black Diamond Financial
Maryland
$231K -$12.1K -150 -5%
39 40
41
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